+97.4%
EXP vs VOO
+309.6%
-212.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | -2.8% | +2.6% | -5.4% | -6.0% |
| 30D | +10.7% | -2.0% | +12.7% | +13.2% |
| 3M | -13.3% | -2.8% | -10.5% | -10.4% |
| 6M | -9.1% | +2.2% | -11.3% | -11.9% |
| YTD | -12.2% | +11.5% | -23.7% | -23.9% |
| 1Y | -10.5% | +13.5% | -24.0% | -24.2% |
| 3Y | +9.2% | +78.1% | -68.9% | -48.0% |
| 5Y | +13.5% | +73.1% | -59.6% | -43.4% |
| All | +97.4% | +309.6% | -212.2% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling